Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,116 | $227,399+72.4% | $189,758+106.6% | $198,609+97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.45% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,553 | $5,526-71.9% | $4,767-67.4% | $5,055-69.3% |
| Participant deferral / active EE | $8,185 | $6,837+19.7% | $5,856+39.8% | $6,977+17.3% |
| Admin fee / account holder | $78 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |